Heritage Wealth Management, LLC Spdr Portfolio S&P 600 Small C Transaction History

Heritage Wealth Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 15, 2022	SELL	$34.83 - $42.53 $19,121 - $23,348	-549 Reduced 38.05%	894 $0
Q1 2022 Aug 15, 2022	BUY	$39.91 - $45.5 $6,465 - $7,371	162 Added 12.65%	1,443 $61,000
Q3 2021 Nov 10, 2021	SELL	$40.71 - $44.23 $6,106 - $6,634	-150 Reduced 10.48%	1,281 $55,000
Q2 2021 Aug 11, 2021	BUY	$41.43 - $45.3 $59,286 - $64,824	1,431 New	1,431 $63,000

889

197M

39.5K

5.8K

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